Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,538 | $135,956-94.5% | $123,894-93.9% | $273,972-97.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 32.08% | 56.63%-24.5pp | 47.52%-15.4pp | 41.46%-9.4pp |
| Employer contribution / active EE | $3,594 | $5,170-30.5% | $4,617-22.1% | $4,869-26.2% |
| Participant deferral / active EE | $3,754 | $6,343-40.8% | $5,984-37.3% | $5,287-29.0% |
| Admin fee / account holder | $665 | $9,817-93.2% | $8,357-92.0% | $10,133-93.4% |